My Projects Space

The My Projects Space allows you to create and manage your Lean-Case Projects.

  • create a project from scratch or from templates
  • duplicate projects
  • manage project settings
  • share projects with others as Editors or Viewers
  • lock/unlock projects


Before Getting Started

Before creating your first Lean-Case, it is best to check the Demo Tutorial which provides the most detailed introduction.

When setting up a Lean-Case project, you should be able to answer 3 questions

  • How do you create leads?
  • How do you convert leads into paying customers? and
  • How do you grow your paying customers?

For every business, be it SaaS, ecommerce, advertising whatever, these are always the same 3 generic question. Our tutorials show you examples for different approaches. Each model cover 2 phases

  • The Get-Customer-Phase which covers Lead Creation and is about Cost of Customer Acquisition and
  • the Keep-and-Grow-Customer-Phase which models how you convert leads into paying customers and how you grow your paying customers.

Again -  if any of these Tutorials is applicable to you, you can create a new Lean-Case selecting the Template which is linked to this tutorial. If you want to create a Lean-Case which is similar to any of these models, best is to start from scratch and follow the instructions in the respective tutorial.

Create a Project from Scratch

Create a project by clicking on the “+” icon. You have the option to start a Lean-Case project from scratch or to use one of our templates. The templates show how the Lean-Case project is set up. You also have access to a step-by-step tutorial and a video.

To start your project based on a template of from scratch, you have to

  • Pick a name for your project
  • Select a currency and
  • set the project start (by default they to January and
  • if you want, pick a logo for your project

That’s your first Lean-Case Project.  Within the Lean-Case Project, you find further guidance. Please take your time, let us know your questions, ideas and ask for guidance. We can also help with onboarding trainings and workshops to get your Lean-Case right.

That’s your first Lean-Case Project.  Within the Lean-Case Project, you find further guidance. Please take your time, let us know your questions, ideas and ask for guidance. We can also help with onboarding trainings and workshops to get your Lean-Case right.


Project Roles

There are 3 different roles you can have in a project. You can be the Project Owner, a Project Editor or a Project Viewer.

  • A Project Owner is the user who created the project and who is in full control about it. As a Project Owner, you can manage all project settings, duplicate a project and you are the only one who can delete the project. You can  share the project with others allowing them to edit or view the project and allowing these invited users to even share the project with other viewers. However, only the Project Owner can invite other Editors.
  • As a Project Editor, the project was shared with you by the Project Owner with editing rights. You have the same rights like the project owner except for  2 things: you cannot delete the project and you cannot invite other editors.
  • As a Project Viewer, the project was shared with you with viewing rights. You can check all the data in the project but not make any edits and changes.

Let us know your questions and make use of the help we provide via the help menu in the upper right corner of the menu bar and have fun







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